Salesforce Reporting: Most-used fields#
The table below gives information about most-used fields that you can import from Salesforce Reporting. Other fields might also be available in Adverity.
The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.
API name |
Adverity UI name |
Description |
Use in Adverity |
|---|---|---|---|
Account Country |
Account Country |
This field indicates the country associated with the Account record. |
dimension |
Account Currency |
Account Currency |
The default currency for currency amount fields in the account, if multi-currency is enabled. |
dimension |
Account Description |
Account Description |
A textual description or notes for the account. |
dimension |
Account ID |
Account ID |
The unique identifier for the account record. |
dimension |
Account Name |
Account Name |
The identifying name of the account. |
dimension |
Account Name: Account Name |
Account Name: Account Name |
The name of the associated account. |
dimension |
Account Name: Created Date |
Account Name: Created Date |
The date and time when the account record was created. |
dimension |
Account Number |
Account Number |
An alphanumeric identifier assigned to the account. |
dimension |
Account Owner |
Account Owner |
The user who owns and is responsible for the account. |
dimension |
Account Owner Alias |
Account Owner Alias |
The alias of the user who owns the account. |
dimension |
Account Owner: Full Name |
Account Owner: Full Name |
The full name of the user who owns the account. |
dimension |
Account Owner: Role: Name |
Account Owner: Role: Name |
The name of the role of the user who owns the account. |
dimension |
Account Record Type |
Account Record Type |
The record type assigned to the account, which can define different page layouts and picklist values. |
dimension |
Account Site |
Account Site |
The physical location or site associated with the account. |
dimension |
Account Source |
Account Source |
The source or origin from which the account was generated. |
dimension |
Account Type |
Account Type |
The classification of the account (e.g., Customer, Prospect, Partner). |
dimension |
Account owner: Account Name |
Account owner: Account Name |
This field displays the name of the Account that owns the current record. |
dimension |
Account: Account Name |
Account: Account Name |
The name of the account. |
dimension |
Account: Assistant |
Account: Assistant |
This field stores the name of the assistant associated with an Account. |
dimension |
Account: Created Date |
Account: Created Date |
The date and time when the account record was created. |
dimension |
Account: Industry |
Account: Industry |
The industry in which the account operates (e.g., Technology, Healthcare, Finance). |
dimension |
Activated By Alias |
Activated By Alias |
The alias of the user who activated the record. |
dimension |
Activated By Name |
Activated By Name |
The full name of the user who activated the record. |
dimension |
Activated Date |
Activated Date |
The date and time when the record was activated. |
dimension |
Active |
Active |
Indicates whether a record is currently active (e.g., an active campaign or account). |
dimension |
Activity Currency |
Activity Currency |
This field indicates the currency used for a particular activity record. |
dimension |
Activity ID |
Activity ID |
This is a unique identifier for an activity record (e.g., Task, Event). |
dimension |
Activity Type |
Activity Type |
The classification of an activity, such as a Task, Event, Email, or Call, helping to categorize customer interactions and planned tasks. |
dimension |
Actual Cost in Campaign |
Actual Cost in Campaign |
The actual financial expenditure incurred for the campaign. |
dimension |
Adjusted Product Subtotal |
Adjusted Product Subtotal |
This field represents the total price of products before tax, after any adjustments or discounts. |
dimension |
Adjusted Product Subtotal (converted) |
Adjusted Product Subtotal (converted) |
The subtotal amount of a product, including adjustments, but excluding tax, converted to the organization’s corporate currency. |
dimension |
Adjusted Product Subtotal Tax |
Adjusted Product Subtotal Tax |
This field represents the tax amount applied to the adjusted product subtotal. |
dimension |
Adjusted Product Subtotal Tax (converted) |
Adjusted Product Subtotal Tax (converted) |
The tax amount applied to the adjusted product subtotal, converted to the organization’s corporate currency. |
dimension |
Advertiser Name: Account Name |
Advertiser Name: Account Name |
The name of the account acting as an advertiser. |
dimension |
Age |
Age |
This field typically represents the duration a record has been in its current state or since its creation, often in days. |
dimension |
Alias |
Alias |
A short name or nickname for a user within Salesforce. |
dimension |
Amount |
Amount |
The estimated total sale amount of an opportunity. For opportunities with products, this is the sum of related product totals. |
dimension |
Annual Revenue |
Annual Revenue |
The amount of annual revenue for the company associated with the account. |
dimension |
Assigned |
Assigned |
This field indicates the user or queue to whom an item or record is currently assigned. |
dimension |
Assigned Alias |
Assigned Alias |
This field shows the alias of the user to whom an item or record is assigned. |
dimension |
Assigned Role |
Assigned Role |
This field displays the role of the user to whom an item or record is assigned. |
dimension |
Assigned Role Display |
Assigned Role Display |
This field provides a display-friendly name for the role of the user to whom an item or record is assigned. |
dimension |
Available Quantity |
Available Quantity |
This field represents the quantity of a product or item that is currently available. |
metric |
Billing Address |
Billing Address |
The complete billing address for an account or contact. |
dimension |
Billing Address Line 1 |
Billing Address Line 1 |
The first line of the billing address for the account. |
dimension |
Billing Address Line 2 |
Billing Address Line 2 |
The second line of the billing address for the account. |
dimension |
Billing Address Line 3 |
Billing Address Line 3 |
The third line of the billing address for the account. |
dimension |
Billing Address line 1 |
Billing Address line 1 |
The first line of the billing address for the account. |
dimension |
Billing Address line 2 |
Billing Address line 2 |
The second line of the billing address for the account. |
dimension |
Billing Address line 3 |
Billing Address line 3 |
The third line of the billing address for the account. |
dimension |
Billing City |
Billing City |
The city portion of the billing address for the account. |
dimension |
Billing Country |
Billing Country |
The country portion of the billing address for the account. |
dimension |
Billing Country (text only) |
Billing Country (text only) |
The billing country for the account as a plain text string. |
dimension |
Billing State/Province |
Billing State/Province |
The state or province portion of the billing address for the account. |
dimension |
Billing Street |
Billing Street |
The street portion of the billing address for the account. |
dimension |
Billing Zip/Postal Code |
Billing Zip/Postal Code |
The zip or postal code portion of the billing address for the account. |
metric |
Budget: Created Date |
Budget: Created Date |
The date and time when the budget record was created. |
dimension |
Budget: ID |
Budget: ID |
The unique identifier for the budget record. |
dimension |
Budget: Last Activity Date |
Budget: Last Activity Date |
The date of the last activity related to the budget. |
dimension |
Budget: Last Modified Date |
Budget: Last Modified Date |
The date and time when the budget record was last modified. |
dimension |
Budget: Task Name |
Budget: Task Name |
This field specifies the name of a task associated with a budget. |
dimension |
Call Duration (minutes) |
Call Duration (minutes) |
The duration of a recorded phone call in minutes. |
dimension |
Call Duration (seconds) |
Call Duration (seconds) |
The duration of a recorded phone call in seconds. |
dimension |
Call Result |
Call Result |
This field describes the outcome of a phone call activity (e.g., connected, left voicemail, no answer). |
dimension |
Call Type |
Call Type |
This field categorizes the nature of a phone call activity (e.g., inbound, outbound, follow-up). |
dimension |
Campaign Description |
Campaign Description |
A textual description or notes for the marketing campaign. |
dimension |
Campaign ID |
Campaign ID |
The unique identifier for the marketing campaign record. |
dimension |
Campaign Influence ID |
Campaign Influence ID |
The unique identifier for a campaign influence record. |
dimension |
Campaign Influence Model: Model Name |
Campaign Influence Model: Model Name |
The name of the campaign influence model used to attribute revenue. |
dimension |
Campaign Member Type |
Campaign Member Type |
The record type assigned to a campaign member, which can influence page layouts. |
dimension |
Campaign Name |
Campaign Name |
The identifying name of the marketing campaign. |
dimension |
Campaign Name: Campaign Name |
Campaign Name: Campaign Name |
The name of the marketing campaign. |
dimension |
Campaign Objective |
Campaign Objective |
The primary goal or objective of the marketing campaign. |
dimension |
Campaign Owner: Full Name |
Campaign Owner: Full Name |
The full name of the Salesforce user who owns the campaign. |
dimension |
Campaign Record Type |
Campaign Record Type |
The name of the record type assigned to the campaign. |
dimension |
Campaign Status |
Campaign Status |
The current status of the marketing campaign (e.g., ‘Planned’, ‘In Progress’, ‘Completed’). |
dimension |
Campaign Type |
Campaign Type |
The type of marketing campaign (e.g., ‘Advertisement’, ‘Email’, ‘Conference’). |
dimension |
Campaign: Campaign Name |
Campaign: Campaign Name |
The name of the marketing campaign. |
dimension |
Cancellation Reasons: Created Alias |
Cancellation Reasons: Created Alias |
This field represents the alias of the user who created the Cancellation Reasons record. |
dimension |
Cancellation Reasons: Created By |
Cancellation Reasons: Created By |
This field indicates the user who created the Cancellation Reasons record. |
dimension |
Cancellation Reasons: Created Date |
Cancellation Reasons: Created Date |
This field records the date and time when the Cancellation Reasons record was created. |
dimension |
Cancellation Reasons: Currency |
Cancellation Reasons: Currency |
This field indicates the currency associated with the Cancellation Reasons record. |
dimension |
Cancellation Reasons: ID |
Cancellation Reasons: ID |
This is a unique identifier for a Cancellation Reasons record. |
dimension |
Cancellation Reasons: Last Modified Alias |
Cancellation Reasons: Last Modified Alias |
This field represents the alias of the user who last modified the Cancellation Reasons record. |
dimension |
Cancellation Reasons: Last Modified By |
Cancellation Reasons: Last Modified By |
This field indicates the user who last modified the Cancellation Reasons record. |
dimension |
Cancellation Reasons: Last Modified Date |
Cancellation Reasons: Last Modified Date |
This field records the date and time when the Cancellation Reasons record was last modified. |
dimension |
Cancellation Reasons: Owner Alias |
Cancellation Reasons: Owner Alias |
This field displays the alias of the user who owns the Cancellation Reasons record. |
dimension |
Cancellation Reasons: Owner Name |
Cancellation Reasons: Owner Name |
This field displays the name of the user who owns the Cancellation Reasons record. |
dimension |
Cancellation Reasons: Owner Role |
Cancellation Reasons: Owner Role |
This field displays the role of the user who owns the Cancellation Reasons record. |
dimension |
Case |
Case |
Refers to a Salesforce Case record, which tracks a customer’s issue or inquiry. |
dimension |
Case Date/Time Last Modified |
Case Date/Time Last Modified |
The date and time when the case record was last modified. |
dimension |
Case ID |
Case ID |
The unique identifier for the case record. |
dimension |
Case Last Modified Alias |
Case Last Modified Alias |
The alias of the user who last modified the case record. |
dimension |
Case Last Modified By |
Case Last Modified By |
The user who last modified the case record. |
dimension |
Case Last Modified Date |
Case Last Modified Date |
The date and time when the case record was last modified. |
dimension |
Case Number |
Case Number |
The auto-generated unique identifier for the case. |
dimension |
Case Origin |
Case Origin |
The source from which the case was created (e.g., ‘Phone’, ‘Email’, ‘Web’). |
dimension |
Case Owner |
Case Owner |
The user or queue who owns and is responsible for the case. |
dimension |
Case Owner Alias |
Case Owner Alias |
The alias of the user or queue who owns the case. |
dimension |
Case Owner Role |
Case Owner Role |
The role of the user who owns the case. |
dimension |
Case Reason |
Case Reason |
The reason provided for the case (e.g., ‘Problem’, ‘Question’, ‘Feature Request’). |
dimension |
Case Record Type |
Case Record Type |
The record type assigned to the case, which can define different page layouts and picklist values. |
dimension |
Case Subject |
Case Subject |
The subject line or summary of the case. |
dimension |
Case Type |
Case Type |
The classification of the case (e.g., Problem, Question, Feature Request). |
dimension |
Case Type: Case Type Name |
Case Type: Case Type Name |
This field displays the name of the category or type of a case. |
dimension |
City |
City |
The city component of an address. |
dimension |
Clean Status |
Clean Status |
Indicates the data cleanliness status of the record, often related to data enrichment services. |
dimension |
Close Date |
Close Date |
The date when the sales opportunity is expected or actually closed. |
dimension |
Close Month |
Close Month |
The calendar month in which an opportunity is expected to close. |
dimension |
Closed |
Closed |
A boolean indicator specifying whether the record (e.g., opportunity, case) is closed. |
dimension |
Closed Date |
Closed Date |
The date when the record was closed. |
dimension |
Closed When Created |
Closed When Created |
This boolean field indicates whether an activity or record was marked as closed at the time of its creation. |
dimension |
Comments |
Comments |
Additional notes or comments associated with the record. |
dimension |
Company / Account |
Company / Account |
The name of the company or account. |
dimension |
Company / Customer |
Company / Customer |
The name of the company or customer associated with a record. |
dimension |
Company Authorized By |
Company Authorized By |
The name of the company representative who authorized the contract. |
dimension |
Company Authorized By Alias |
Company Authorized By Alias |
The alias of the company representative who authorized the contract. |
dimension |
Company Authorized Date |
Company Authorized Date |
The date when the company representative signed or authorized the contract. |
dimension |
Completed Date/Time |
Completed Date/Time |
The date and time when a specific task or activity was marked as completed. |
dimension |
Connection Name |
Connection Name |
This field specifies the name of a connection. |
dimension |
Contact |
Contact |
The name of the contact person associated with a record. |
dimension |
Contact Account Name |
Contact Account Name |
The name of the account associated with the contact. |
dimension |
Contact ID |
Contact ID |
The unique identifier for the contact record. |
dimension |
Contact Name |
Contact Name |
The full name of the contact. |
dimension |
Contact Owner |
Contact Owner |
The full name of the Salesforce user who owns the contact. |
dimension |
Contact Role |
Contact Role |
The role of the contact on an opportunity or account. |
dimension |
Contact/Lead Source |
Contact/Lead Source |
The original channel or marketing effort that generated a contact or lead, often represented as a picklist with values like Web, Phone Inquiry, or Partner Referral. |
dimension |
Contact: Account |
Contact: Account |
The account associated with the contact. |
dimension |
Contact: Billing Country |
Contact: Billing Country |
The country component of the billing address for a contact. |
dimension |
Contact: Billing Street |
Contact: Billing Street |
The street component of the billing address for a contact. |
dimension |
Contact: Contact ID |
Contact: Contact ID |
The unique identifier for the contact record. |
dimension |
Contact: Created Date |
Contact: Created Date |
The date and time when the contact record was created. |
dimension |
Contact: Email |
Contact: Email |
The primary email address of the contact. |
dimension |
Contact: Fax |
Contact: Fax |
The fax number for the contact. |
dimension |
Contact: Title |
Contact: Title |
The job title of the contact. |
dimension |
Contacts in Campaign |
Contacts in Campaign |
The total number of contacts associated with the marketing campaign. |
dimension |
Content ID |
Content ID |
This is a unique identifier for a piece of content within Salesforce. |
dimension |
Contract End Date |
Contract End Date |
The date when the contract agreement concludes. |
dimension |
Contract Name |
Contract Name |
This field specifies the name of a contract record. |
dimension |
Contract Number |
Contract Number |
The unique identification number for a contract. |
dimension |
Contract Status |
Contract Status |
The current status of a contract associated with an account or opportunity. |
dimension |
Conversion |
Conversion |
This field typically refers to a lead conversion event or a general conversion metric. |
dimension |
Conversion ID |
Conversion ID |
This is a unique identifier for a conversion event. |
dimension |
Conversion: Created Date |
Conversion: Created Date |
This field records the date and time when a conversion event was created. |
dimension |
Conversion: ID |
Conversion: ID |
This is a unique identifier for the specific conversion record. |
dimension |
Conversion: Owner Name |
Conversion: Owner Name |
This field displays the name of the user who owns the conversion record. |
dimension |
Conversion: Owner Role |
Conversion: Owner Role |
This field displays the role of the user who owns the conversion record. |
dimension |
Converted |
Converted |
Indicates whether a lead has been converted into an account, contact, and/or opportunity. |
dimension |
Converted Date |
Converted Date |
The date when a lead was successfully converted into an account, contact, or opportunity. |
dimension |
Converted Leads in Campaign |
Converted Leads in Campaign |
The total number of leads in the campaign that have been successfully converted into accounts, contacts, or opportunities. |
dimension |
Converted Opportunity: Amount |
Converted Opportunity: Amount |
The monetary value of an opportunity that was created from a converted lead. |
dimension |
Converted Opportunity: Opportunity Name |
Converted Opportunity: Opportunity Name |
The name of an opportunity that was created from a converted lead. |
dimension |
Country |
Country |
This field specifies the country associated with a particular record. |
dimension |
Country (text only) |
Country (text only) |
The country component of an address, as a text value. |
dimension |
Create Date |
Create Date |
The date and time when the record was created. |
dimension |
Created Alias |
Created Alias |
The alias of the user who created the record. |
dimension |
Created By |
Created By |
The user who created the record. |
dimension |
Created By Alias |
Created By Alias |
The alias of the user who created the record. |
dimension |
Created By: Full Name |
Created By: Full Name |
The full name of the user who created the record. |
dimension |
Created Date |
Created Date |
The date and time when the record was created. |
dimension |
Created Month |
Created Month |
The month in which the record was created. |
dimension |
Currency |
Currency |
The currency code used for monetary values. |
dimension |
Currency Revenue |
Currency Revenue |
The revenue amount in the original currency of the transaction. |
dimension |
Currency Revenue converted |
Currency Revenue converted |
The revenue amount converted to the organization’s default currency. |
dimension |
Customer Authorized By |
Customer Authorized By |
The name of the customer representative who authorized the contract. |
dimension |
Customer Authorized Date |
Customer Authorized Date |
The date when the customer representative signed or authorized the contract. |
dimension |
Customer Name |
Customer Name |
The name of the customer or account. |
dimension |
Customer Owner |
Customer Owner |
The Salesforce user who is responsible for managing the customer account. |
dimension |
Customer Priority |
Customer Priority |
The priority level assigned by the customer for a case or issue. |
dimension |
Customer: Created Date |
Customer: Created Date |
The date and time when the customer (account) record was created in Salesforce. |
dimension |
D&B Company |
D&B Company |
Reference to a D&B Company record, providing enriched company information. |
dimension |
D-U-N-S Number |
D-U-N-S Number |
The Data Universal Numbering System (D-U-N-S) number for the company. |
dimension |
Data.com Key |
Data.com Key |
The unique identifier from Data.com for the company record. |
dimension |
Datasource |
Datasource |
This field indicates the origin or source of the data. |
dimension |
Date |
Date |
A generic date field for various records. |
dimension |
Date/Time Closed |
Date/Time Closed |
The date and time when the record was closed. |
dimension |
Date/Time Opened |
Date/Time Opened |
The date and time when the record was opened. |
dimension |
Deal Name |
Deal Name |
The name of the sales opportunity or deal. |
dimension |
Delivery Rate |
Delivery Rate |
This field represents the rate at which emails or other communications are successfully delivered, often a percentage. |
metric |
Description |
Description |
A textual description or notes for the record. |
dimension |
Due Time |
Due Time |
This field specifies the time by which an activity or task is expected to be completed. |
dimension |
Duration (hours) |
Duration (hours) |
This field indicates the length of time, in hours, for an activity or event. |
dimension |
Duration (minutes) |
Duration (minutes) |
The duration in minutes for an activity or event. |
dimension |
Edit Date |
Edit Date |
This field records the date when a record was last edited or modified. |
dimension |
Edited By |
Edited By |
This field shows the name of the user who last edited the record. |
dimension |
Edited By Alias |
Edited By Alias |
This field shows the alias of the user who last edited the record. |
dimension |
Edited By Role |
Edited By Role |
This field displays the role of the user who last edited the record. |
dimension |
The email address for the record’s primary contact or owner. |
dimension |
||
Email address |
Email address |
The email address for the lead or contact. |
dimension |
Employees |
Employees |
The number of employees at the company associated with the account. |
dimension |
End |
End |
This field marks the end date and time of an event or activity. |
dimension |
End Date |
End Date |
The date when a campaign, contract, or other time-bound record is scheduled to end. |
dimension |
Error Rate |
Error Rate |
This field represents the rate of errors encountered, often a percentage, in a process or communication. |
dimension |
Escalated |
Escalated |
Indicates whether a case has been escalated to a higher level of support. |
dimension |
Existing Account: Account Name |
Existing Account: Account Name |
The name of an existing account that a lead or other record is associated with. |
dimension |
External ID |
External ID |
A unique identifier for a record from an external system. |
dimension |
Fax |
Fax |
The fax number for the record’s primary contact or organization. |
dimension |
Firm Name |
Firm Name |
This field stores the name of a firm. |
dimension |
Firm Owner |
Firm Owner |
This field displays the name of the user who owns the Firm record. |
dimension |
First Call Date |
First Call Date |
The date and time of the first recorded phone call to the lead or contact. |
dimension |
First Email Date |
First Email Date |
The date and time of the first recorded email sent to the lead or contact. |
dimension |
First Name |
First Name |
The first name of the person. |
dimension |
Forecast Category |
Forecast Category |
The category an opportunity falls into for forecasting purposes (e.g., Pipeline, Best Case, Commit, Closed). |
dimension |
Form submissions |
Form submissions |
This field represents the number or count of form submissions. |
metric |
From Address |
From Address |
The email address from which a message was sent. |
dimension |
From Email Name |
From Email Name |
This field indicates the name of the sender from an email-related activity. |
dimension |
From Stage |
From Stage |
This field represents the previous stage of a process or record (e.g., an Opportunity Stage) before a change occurred. |
dimension |
Full Comments |
Full Comments |
This field contains the complete textual comments or description associated with a record. |
dimension |
Gross Unit Price |
Gross Unit Price |
This field represents the price of a single unit of a product or service before any discounts or taxes are applied. |
dimension |
Gross Unit Price (converted) |
Gross Unit Price (converted) |
This field represents the price of a single unit of a product or service, converted to a specific currency (e.g., corporate currency or the user’s preferred currency) using applicable exchange rates. It is a calculated value shown in reports. |
dimension |
History ID |
History ID |
This is a unique identifier for a historical record entry, often found in object history tracking. |
dimension |
Home Phone |
Home Phone |
The home phone number for the contact. |
dimension |
Industry |
Industry |
The industry in which the account operates. |
dimension |
Influence (%) |
Influence (%) |
The percentage of influence attributed to a campaign on an opportunity’s value. |
metric |
Involved Assignee |
Involved Assignee |
This field identifies an assignee who is involved in a particular record or process. |
dimension |
Job Function |
Job Function |
The professional role or function of the person. |
dimension |
Last Activity |
Last Activity |
The date of the most recent activity (e.g., event, task) associated with the record. |
dimension |
Last Activity Date |
Last Activity Date |
The date of the most recent activity (e.g., event, task, email, call) associated with the record. |
dimension |
Last Call Date |
Last Call Date |
The date and time of the last recorded phone call to the lead or contact. |
dimension |
Last Email Date |
Last Email Date |
The date and time of the last recorded email sent to the lead or contact. |
dimension |
Last Email Received Date |
Last Email Received Date |
The date and time of the last email received from the lead or contact. |
dimension |
Last Email Sent Date |
Last Email Sent Date |
The date and time of the last email sent to the lead or contact. |
dimension |
Last Event Date |
Last Event Date |
The date of the last event associated with the record. |
dimension |
Last Modified |
Last Modified |
The date and time when the record was last modified. |
dimension |
Last Modified Alias |
Last Modified Alias |
The alias of the user who last modified the record. |
dimension |
Last Modified By |
Last Modified By |
The user who last modified the record. |
dimension |
Last Modified By Alias |
Last Modified By Alias |
The alias of the user who last modified the record. |
dimension |
Last Modified By: Full Name |
Last Modified By: Full Name |
The full name of the user who last modified the record. |
dimension |
Last Modified Date |
Last Modified Date |
The date and time when the record was last modified. |
dimension |
Last Name |
Last Name |
The last name of the person. |
dimension |
Last Stage Change Date |
Last Stage Change Date |
This field indicates the date and time when the stage of a record last changed. |
dimension |
Last Task Date |
Last Task Date |
The date of the last task associated with the record. |
dimension |
Last Transfer Date |
Last Transfer Date |
dimension |
|
Lead |
Lead |
This field refers to an associated Lead record. |
dimension |
Lead Currency |
Lead Currency |
The ISO code for the currency associated with the lead, if multi-currency is enabled. |
dimension |
Lead ID |
Lead ID |
The unique identifier for the lead record. |
dimension |
Lead Id |
Lead Id |
The unique identifier for the lead record. |
dimension |
Lead Owner |
Lead Owner |
The user who owns and is responsible for the lead. |
dimension |
Lead Owner Alias |
Lead Owner Alias |
The alias of the user who owns the lead. |
dimension |
Lead Owner: Full Name |
Lead Owner: Full Name |
The full name of the Salesforce user who owns the lead. |
dimension |
Lead Record Type |
Lead Record Type |
The record type assigned to the lead, which can define different page layouts and picklist values. |
dimension |
Lead Source |
Lead Source |
The source or origin from which the lead was generated. |
dimension |
Lead Source - Original |
Lead Source - Original |
The original source from which a lead was acquired (e.g., Web, Partner Referral, Phone Inquiry). |
dimension |
Lead Stage |
Lead Stage |
The current stage of the lead in the sales or marketing process. |
dimension |
Lead Status |
Lead Status |
The current status of the lead, indicating its position in the sales process. |
dimension |
Leads in Campaign |
Leads in Campaign |
The total number of leads associated with the marketing campaign. |
metric |
Library Created Date |
Library Created Date |
This field records the date when a library or content repository was created. |
dimension |
Line Description |
Line Description |
A detailed description for a specific line item, such as a product or service within an order or opportunity. |
dimension |
Line Item Number |
Line Item Number |
The sequential number assigned to a line item within a list or document. |
dimension |
Line Number |
Line Number |
The sequential number assigned to a line item within a list or document. |
metric |
List Email ID |
List Email ID |
This is a unique identifier for a list email sent through marketing automation. |
dimension |
List Price |
List Price |
The standard or published price of a product from the associated price book. |
dimension |
List Price (converted) |
List Price (converted) |
The standard price of a product converted into the corporate currency. |
dimension |
Location |
Location |
This field specifies the physical or virtual location associated with an event or record. |
dimension |
Login Date/Time |
Login Date/Time |
The date and time of a user’s login to the Salesforce platform. |
dimension |
Mailing Address Line 1 |
Mailing Address Line 1 |
The first line of a contact’s or lead’s mailing address. |
dimension |
Mailing Address Line 2 |
Mailing Address Line 2 |
The second line of the mailing address, often used for apartment or suite numbers. |
dimension |
Mailing Address Line 3 |
Mailing Address Line 3 |
The third line of the mailing address for the contact or lead. |
dimension |
Mailing City |
Mailing City |
The city portion of the mailing address for the contact or lead. |
dimension |
Mailing Country |
Mailing Country |
The country component of a contact’s or account’s mailing address. |
dimension |
Mailing Country (text only) |
Mailing Country (text only) |
The mailing country for the contact or lead as a plain text string. |
dimension |
Mailing State/Province |
Mailing State/Province |
The state or province component of a record’s mailing address. |
dimension |
Mailing Street |
Mailing Street |
The street component of a contact’s or account’s mailing address. |
dimension |
Mailing Zip/Postal Code |
Mailing Zip/Postal Code |
The zip or postal code for the mailing address of the contact or lead. |
dimension |
Marketing Campaign: ID |
Marketing Campaign: ID |
The unique identifier for the marketing campaign record. |
dimension |
Marketing Form ID |
Marketing Form ID |
This is a unique identifier for a marketing form. |
dimension |
Marketing Link ID |
Marketing Link ID |
This is a unique identifier for a marketing link, used for tracking clicks or engagement. |
dimension |
Media Channel |
Media Channel |
The communication channel used for a marketing campaign (e.g., Email, Social Media, Print). |
dimension |
Member ID |
Member ID |
A unique identifier for a campaign member, which can be a lead or a contact. |
dimension |
Member Status |
Member Status |
The current status of a lead or contact within a marketing campaign, such as ‘Sent’, ‘Opened’, ‘Responded’, or ‘Attended’. |
dimension |
Member Status Update Date |
Member Status Update Date |
The date when a campaign member’s status was last updated. |
dimension |
Member Type |
Member Type |
Indicates if the campaign member is a Lead or a Contact. |
dimension |
Middle Name |
Middle Name |
The middle name of the person. |
dimension |
Monthly Schedule ID |
Monthly Schedule ID |
This is a unique identifier for a monthly schedule record. |
dimension |
Monthly Schedule: ID |
Monthly Schedule: ID |
This is a unique identifier for the specific monthly schedule record. |
dimension |
NAICS Code |
NAICS Code |
The North American Industry Classification System (NAICS) code for the company. |
dimension |
NAICS Description |
NAICS Description |
The description corresponding to the NAICS code. |
dimension |
Name |
Name |
The primary name of the record. |
dimension |
Network ID |
Network ID |
This is a unique identifier for a network or community. |
dimension |
New Value |
New Value |
This field stores the value of a field after a change has been made, typically found in history records. |
dimension |
Next Activity Date |
Next Activity Date |
The date of the next planned activity for the record. |
dimension |
Next Step |
Next Step |
A description of the next planned action or task in a sales process or case resolution. |
dimension |
No. of Employees |
No. of Employees |
The total number of employees in the account’s organization. |
dimension |
Num Sent in Campaign |
Num Sent in Campaign |
The total number of emails or messages sent as part of the campaign. |
dimension |
Number of Locations |
Number of Locations |
The number of distinct physical locations associated with the account. |
dimension |
Old Value |
Old Value |
This field stores the value of a field before a change was made, typically found in history records. |
dimension |
Online Status |
Online Status |
This field indicates whether a user, system, or item is currently online. |
dimension |
Open |
Open |
A boolean indicator specifying whether the record is currently open or active. |
dimension |
Open Rate |
Open Rate |
The percentage of emails delivered that were opened by recipients in a marketing campaign. |
metric |
Opened Date |
Opened Date |
This field records the date when a record, such as a case or opportunity, was opened or created. |
dimension |
Operating Hours |
Operating Hours |
This field defines the hours of operation for a business or service, often referenced for service-related objects. |
dimension |
Opportunities in Campaign |
Opportunities in Campaign |
The total number of sales opportunities linked to the marketing campaign. |
metric |
Opportunity |
Opportunity |
This field refers to the associated sales opportunity record. |
dimension |
Opportunity Currency |
Opportunity Currency |
The currency in which the opportunity amount is expressed. |
dimension |
Opportunity ID |
Opportunity ID |
The unique identifier for the sales opportunity record. |
dimension |
Opportunity Lead Source |
Opportunity Lead Source |
The originating source or marketing channel that is credited for generating a specific sales opportunity. |
dimension |
Opportunity Name |
Opportunity Name |
The identifying name of the sales opportunity. |
dimension |
Opportunity Owner |
Opportunity Owner |
The user who owns and is responsible for the sales opportunity. |
dimension |
Opportunity Owner Alias |
Opportunity Owner Alias |
The alias of the user who owns the sales opportunity. |
dimension |
Opportunity Owner Email |
Opportunity Owner Email |
The email address of the Salesforce user who owns the opportunity record. |
dimension |
Opportunity Owner: Company |
Opportunity Owner: Company |
This field displays the company associated with the owner of the Opportunity record. |
dimension |
Opportunity Owner: Department |
Opportunity Owner: Department |
The department of the Salesforce user who owns the opportunity. |
dimension |
Opportunity Owner: Division |
Opportunity Owner: Division |
The division of the Salesforce user who owns the opportunity. |
dimension |
Opportunity Owner: Full Name |
Opportunity Owner: Full Name |
The full name of the user who owns the sales opportunity. |
dimension |
Opportunity Owner: Profile |
Opportunity Owner: Profile |
The name of the profile assigned to the Salesforce user who owns the opportunity. |
dimension |
Opportunity Owner: Title |
Opportunity Owner: Title |
The professional title of the Salesforce user who owns the opportunity. |
dimension |
Opportunity Product: Created Date |
Opportunity Product: Created Date |
The date and time when the specific product line item was added to the opportunity. |
dimension |
Opportunity Quantity |
Opportunity Quantity |
The number of units of a product included in an opportunity. |
dimension |
Opportunity Record Type |
Opportunity Record Type |
The record type assigned to the opportunity, which can define different page layouts and picklist values. |
dimension |
Opportunity Team Member ID |
Opportunity Team Member ID |
A unique identifier for a member of the sales team working on an opportunity. |
dimension |
Opportunity: Account Name |
Opportunity: Account Name |
The name of the account associated with the opportunity. |
dimension |
Opportunity: Account Name: Account Name |
Opportunity: Account Name: Account Name |
The name of the account associated with the opportunity. |
dimension |
Opportunity: Amount |
Opportunity: Amount |
The estimated total value of the opportunity. |
dimension |
Opportunity: Amount (converted) |
Opportunity: Amount (converted) |
The estimated total value of the opportunity, converted into the corporate currency. |
dimension |
Opportunity: Close Date |
Opportunity: Close Date |
The date by which the opportunity is expected to close. |
dimension |
Opportunity: Closed |
Opportunity: Closed |
Indicates whether the opportunity has been closed (either won or lost). |
dimension |
Opportunity: Contact: Contact ID |
Opportunity: Contact: Contact ID |
The unique identifier for a contact associated with the opportunity. |
dimension |
Opportunity: Created Date |
Opportunity: Created Date |
The date and time when the opportunity record was created. |
dimension |
Opportunity: Customer |
Opportunity: Customer |
The customer (account) associated with the opportunity. |
dimension |
Opportunity: Opportunity ID |
Opportunity: Opportunity ID |
The unique identifier for the opportunity record. |
dimension |
Opportunity: Opportunity Name |
Opportunity: Opportunity Name |
The name assigned to a sales opportunity, representing a potential deal. |
dimension |
Opportunity: Opportunity-Name |
Opportunity: Opportunity-Name |
The identifying name of the sales opportunity. |
dimension |
Opportunity: Stage |
Opportunity: Stage |
The current stage in the sales process for the opportunity. |
dimension |
Opportunity: Won |
Opportunity: Won |
Indicates whether the opportunity has been successfully closed-won. |
dimension |
Opt Out Rate |
Opt Out Rate |
The percentage of recipients who opted out of receiving further communications from a marketing campaign. |
metric |
Order Amount |
Order Amount |
The total monetary value of the order. |
dimension |
Order Amount (converted) |
Order Amount (converted) |
The total monetary value of an order, converted into the corporate currency. |
dimension |
Order ID |
Order ID |
The unique identifier for the order record. |
dimension |
Order Name |
Order Name |
The name of the order. |
dimension |
Order Number |
Order Number |
A system-generated or unique number for the order. |
metric |
Order Owner |
Order Owner |
The full name of the Salesforce user who owns the order. |
dimension |
Order Owner Alias |
Order Owner Alias |
The alias of the Salesforce user who owns the order. |
dimension |
Order Product ID |
Order Product ID |
The unique identifier for a product item within an order. |
dimension |
Order Product Number |
Order Product Number |
A unique identifier for a specific product item within an order. |
dimension |
Order Product: Created By |
Order Product: Created By |
The full name of the user who created the order product line item. |
dimension |
Order Product: Created Date |
Order Product: Created Date |
The date and time when the order product line item was created. |
dimension |
Order Product: Last Modified By |
Order Product: Last Modified By |
The full name of the user who last modified the order product line item. |
dimension |
Order Product: Last Modified Date |
Order Product: Last Modified Date |
The date and time when the order product line item was last modified. |
dimension |
Order Reference Number |
Order Reference Number |
An external reference number associated with the order. |
dimension |
Order Start Date |
Order Start Date |
The date when the order becomes active or services begin. |
dimension |
Order Type |
Order Type |
The classification or type of the order (e.g., New Order, Change Order). |
dimension |
Ordered Date |
Ordered Date |
The date when the order was placed. |
dimension |
Original Order |
Original Order |
The name of the original order that a current order (e.g., a reduction or amendment) is based on. |
dimension |
Original Order Product |
Original Order Product |
The name or identifier of the original product line item that a current order product is based on. |
dimension |
Other Zip/Postal Code |
Other Zip/Postal Code |
This field stores an alternative or secondary zip/postal code associated with a record. |
dimension |
Owner |
Owner |
The user or queue who owns the record. |
dimension |
Owner Alias |
Owner Alias |
The alias of the user or queue who owns the record. |
dimension |
Owner Role |
Owner Role |
The role of the user who owns the record. |
dimension |
Owner: Full Name |
Owner: Full Name |
The full name of the owner of a record. |
dimension |
Ownership |
Ownership |
The type of ownership structure for the account (e.g., ‘Public’, ‘Private’). |
dimension |
PO Date |
PO Date |
The date of the purchase order. |
dimension |
PO Number |
PO Number |
The purchase order number provided by the customer. |
dimension |
Paid Status |
Paid Status |
This field indicates whether a payment or invoice has been paid. |
dimension |
Parent Account |
Parent Account |
The name of the parent account in a hierarchical account structure. |
dimension |
Parent Account ID |
Parent Account ID |
The unique identifier of the parent account. |
dimension |
Parent Account Site |
Parent Account Site |
The physical location or site of the parent account. |
dimension |
Parent Campaign ID |
Parent Campaign ID |
A unique identifier for the parent campaign in a campaign hierarchy. |
dimension |
Parent Campaign Name |
Parent Campaign Name |
The name of the parent campaign, if the current campaign is part of a campaign hierarchy. |
dimension |
Parent Campaign: Campaign Name |
Parent Campaign: Campaign Name |
The name of the parent campaign in a campaign hierarchy. |
dimension |
Parent ID |
Parent ID |
This is a unique identifier for the parent record in a hierarchical relationship. |
dimension |
Period |
Period |
Represents a fiscal period, such as a month, quarter, week, or year, as defined in the organization’s fiscal year settings. |
dimension |
Person Account: Birthdate |
Person Account: Birthdate |
The birthdate of the person for a Person Account. |
dimension |
Person Account: Email |
Person Account: Email |
The email address of the person for a Person Account. |
dimension |
Person Account: First Name |
Person Account: First Name |
The first name of the person for a Person Account. |
dimension |
Person Account: Last Name |
Person Account: Last Name |
The last name of the person for a Person Account. |
dimension |
Person Account: Mailing Country |
Person Account: Mailing Country |
The country component of the mailing address for a Person Account, which represents an individual. |
dimension |
Person Account: Mailing Country (text only) |
Person Account: Mailing Country (text only) |
The country component of the mailing address for a Person Account, stored as free-form text. |
dimension |
Phone |
Phone |
The primary phone number for the record’s primary contact or organization. |
dimension |
Price Book Name |
Price Book Name |
The name of the price book used for the products. |
dimension |
Price Book: Price Book Name |
Price Book: Price Book Name |
The name of the price book associated with an opportunity, which contains the list of products and their prices. |
dimension |
Primary Campaign Source |
Primary Campaign Source |
The name of the primary marketing campaign that influenced the opportunity. |
dimension |
Primary Campaign Source: Campaign ID |
Primary Campaign Source: Campaign ID |
The unique identifier of the campaign that primarily influenced an opportunity or lead. |
dimension |
Primary Campaign Source: Campaign Name |
Primary Campaign Source: Campaign Name |
The name of the campaign identified as the primary source for an opportunity or lead. |
dimension |
Primary Campaign Source: Campaign Owner: Full Name |
Primary Campaign Source: Campaign Owner: Full Name |
The full name of the owner of the primary campaign associated with a record. |
dimension |
Primary Campaign Source: Type |
Primary Campaign Source: Type |
The type of the primary campaign, such as ‘Advertisement’, ‘Email’, or ‘Webinar’. |
dimension |
Primary Contact |
Primary Contact |
The name of the primary contact person associated with a record. |
dimension |
Priority |
Priority |
The priority level assigned to a record (e.g., ‘High’, ‘Medium’, ‘Low’). |
dimension |
Probability (%) |
Probability (%) |
The likelihood, expressed as a percentage, that an opportunity will close successfully. |
metric |
Product |
Product |
The name of the associated product. |
dimension |
Product Amount |
Product Amount |
The monetary value of a product associated with an opportunity. |
dimension |
Product Code |
Product Code |
A unique alphanumeric identifier for the product. |
dimension |
Product Description |
Product Description |
A detailed explanation of the product’s features and characteristics. |
dimension |
Product Family |
Product Family |
The category or group to which a product belongs. |
dimension |
Product ID |
Product ID |
The unique identifier for the product record. |
dimension |
Product Name |
Product Name |
The name of the product. |
dimension |
Product SKU |
Product SKU |
This field stores the Stock Keeping Unit (SKU) for a product, a unique identifier for inventory management. |
dimension |
Product Subtotal Tax |
Product Subtotal Tax |
This field represents the tax amount applied to the product subtotal. |
dimension |
Product Subtotal Tax (converted) |
Product Subtotal Tax (converted) |
This field represents the tax amount applied to the product subtotal, converted to a specific currency (e.g., corporate currency or the user’s preferred currency) using applicable exchange rates. It is a calculated value shown in reports. |
dimension |
Product: Month |
Product: Month |
This field represents the month associated with a product, often for reporting or forecasting purposes. |
dimension |
Project Contact Role: ID |
Project Contact Role: ID |
This is a unique identifier for a specific role that a contact plays within a project. |
dimension |
Project Contact Role: Owner Name |
Project Contact Role: Owner Name |
This field displays the name of the user who owns the specific Project Contact Role record. |
dimension |
Project Name |
Project Name |
The name of the project. |
dimension |
Project Name: Created Alias |
Project Name: Created Alias |
This field represents the alias of the user who created the Project Name record. |
dimension |
Project Name: Last Modified Alias |
Project Name: Last Modified Alias |
This field represents the alias of the user who last modified the Project Name record. |
dimension |
Project Name: Owner Alias |
Project Name: Owner Alias |
This field displays the alias of the user who owns the Project Name record. |
dimension |
Project Product: Project Product Number |
Project Product: Project Product Number |
This field provides the unique identifying number for a product associated with a project. |
dimension |
Project Task: Task Name |
Project Task: Task Name |
This field specifies the name or title of a task within a project. |
dimension |
Project: Project Name |
Project: Project Name |
This field provides the name or title of a project. |
dimension |
Purchase Order: Created Date |
Purchase Order: Created Date |
The date and time when the purchase order record was created. |
dimension |
Purchase Order: ID |
Purchase Order: ID |
The unique identifier for the purchase order record. |
dimension |
Quantity |
Quantity |
The number of units of a product or service. |
dimension |
Quote Name |
Quote Name |
The name of the quote. |
dimension |
ROI |
ROI |
This field represents the Return on Investment, typically a calculated metric. |
dimension |
Rating |
Rating |
The rating of an account (e.g., ‘Hot’, ‘Warm’, ‘Cold’) or lead. |
dimension |
Reason for Inquiry |
Reason for Inquiry |
This field describes the purpose or subject of an inquiry, typically a text or picklist field. |
dimension |
Reduction Order |
Reduction Order |
This field refers to an order that reduces a previous order, often in subscription management. |
dimension |
Referral |
Referral |
This field refers to an associated referral record or the source of a referral. |
dimension |
Related Record ID |
Related Record ID |
A unique identifier for a related Salesforce record, often used in the context of object-specific actions or to link activities to other records. |
dimension |
Related To |
Related To |
A reference to a related Salesforce record, such as an account, opportunity, or case, that a task or event is associated with. |
dimension |
Response Name |
Response Name |
This field provides the name associated with a response, possibly from a survey or marketing campaign. |
dimension |
Responses in Campaign |
Responses in Campaign |
The total number of responses received for the marketing campaign. |
metric |
Revenue ID |
Revenue ID |
This is a unique identifier for a revenue-related record or entry. |
dimension |
Revenue Start Date |
Revenue Start Date |
This field indicates the beginning date for a period of revenue recognition. |
dimension |
SIC Code |
SIC Code |
The Standard Industrial Classification (SIC) code for the company. |
dimension |
SIC Description |
SIC Description |
The description corresponding to the SIC code. |
dimension |
SLA |
SLA |
The Service Level Agreement (SLA) associated with a case. |
dimension |
SLA Expiration Date |
SLA Expiration Date |
The expiration date of the Service Level Agreement. |
dimension |
SLA Serial Number |
SLA Serial Number |
This is a unique identifier or serial number associated with a Service Level Agreement (SLA). |
dimension |
Sales Campaign: Created Date |
Sales Campaign: Created Date |
The date and time when the sales campaign record was created. |
dimension |
Sales Campaign: Sales Campaigns Name |
Sales Campaign: Sales Campaigns Name |
The name of the sales campaign. |
dimension |
Sales Channel Name |
Sales Channel Name |
This field specifies the name of the sales channel through which a product or service is sold. |
dimension |
Sales Date |
Sales Date |
The date when a sale was made or an opportunity was closed. This often corresponds to the ‘Close Date’ on an Opportunity. |
dimension |
Sales Owner: Owner Name |
Sales Owner: Owner Name |
The full name of the Salesforce user or group designated as the owner of a sales-related record, such as an Opportunity or Lead. |
dimension |
Sales Price |
Sales Price |
The negotiated selling price of a product or service. |
dimension |
Salutation |
Salutation |
The salutation for the person (e.g., Mr., Ms., Dr.). |
dimension |
Scheduled Date |
Scheduled Date |
The date when an activity, email send, or campaign event is scheduled to occur. |
dimension |
Secondary Account: Account Name |
Secondary Account: Account Name |
The name of a secondary account associated with a record. |
dimension |
Sell Line: ID |
Sell Line: ID |
This is a unique identifier for a Sell Line record. |
dimension |
Sell Line: Last Modified By |
Sell Line: Last Modified By |
This field indicates the user who most recently made changes to the Sell Line record. |
dimension |
Sent Email: Created Date |
Sent Email: Created Date |
The date and time when the email message was created or sent. |
dimension |
Sent Email: ID |
Sent Email: ID |
The unique identifier for the sent email message record. |
dimension |
Sent Email: Owner Name |
Sent Email: Owner Name |
The full name of the user who sent the email. |
dimension |
Sent Email: Owner Role |
Sent Email: Owner Role |
The role of the user who sent the email. |
dimension |
Sent Via |
Sent Via |
This field indicates the method or channel through which a communication was sent (e.g., email, SMS, direct mail). |
dimension |
Service Line Team Lookup: Service Line Team Name |
Service Line Team Lookup: Service Line Team Name |
This field displays the name of a Service Line Team, retrieved via a lookup relationship. |
dimension |
Service Line Team: Service Line Team Name |
Service Line Team: Service Line Team Name |
This field displays the name of a Service Line Team. |
dimension |
Shipping Address Line 1 |
Shipping Address Line 1 |
The first line of the shipping address for the account. |
dimension |
Shipping Address Line 2 |
Shipping Address Line 2 |
The second line of the shipping address for the account. |
dimension |
Shipping Address Line 3 |
Shipping Address Line 3 |
The third line of the shipping address for the account. |
dimension |
Shipping Address line 1 |
Shipping Address line 1 |
The first line of the shipping address for the account. |
dimension |
Shipping Address line 2 |
Shipping Address line 2 |
The second line of the shipping address for the account. |
dimension |
Shipping Address line 3 |
Shipping Address line 3 |
The third line of the shipping address for the account. |
dimension |
Shipping City |
Shipping City |
The city portion of the shipping address for the account. |
dimension |
Shipping Country |
Shipping Country |
The country portion of the shipping address for the account. |
dimension |
Shipping State/Province |
Shipping State/Province |
The state or province portion of the shipping address for the account. |
dimension |
Shipping Street |
Shipping Street |
The street portion of the shipping address for the account. |
dimension |
Shipping Zip/Postal Code |
Shipping Zip/Postal Code |
The zip or postal code portion of the shipping address for the account. |
dimension |
Spam Complaint Rate |
Spam Complaint Rate |
The percentage of recipients who marked an email from a marketing campaign as spam. |
metric |
Stage |
Stage |
The current stage in the lifecycle of a record, such as a sales opportunity or case. |
dimension |
Stage Change |
Stage Change |
This field indicates that a change in the stage of a record has occurred. It might be a boolean or a descriptive text. |
dimension |
Stage Duration |
Stage Duration |
This field represents the amount of time a record spent in a particular stage. |
metric |
Start |
Start |
This field marks the start date and time of an event or activity. |
dimension |
Start Date |
Start Date |
The date when a specific record, such as an event, period, or activity, is scheduled to begin. |
dimension |
State/Province |
State/Province |
The state or province component of an address. |
dimension |
Status |
Status |
The current status of the record. |
dimension |
Status Category |
Status Category |
This field categorizes the current status of a record or item. |
dimension |
Subject |
Subject |
The subject line of an activity (e.g., task, event) or other record. |
dimension |
Submission Rate |
Submission Rate |
The rate at which forms or surveys are completed and submitted. |
dimension |
Suffix |
Suffix |
The suffix for the person’s name (e.g., Jr., Sr., III). |
dimension |
Target URL |
Target URL |
The intended destination web address for a marketing link or call to action. |
dimension |
Task |
Task |
Refers to a Salesforce Task record, representing an activity to be completed. |
dimension |
Task/Event Record Type |
Task/Event Record Type |
The categorization or classification of a Task or Event record, allowing for different page layouts, fields, and picklist values for various activity types. |
dimension |
Team Member Name |
Team Member Name |
This field displays the name of an individual team member. |
dimension |
Team Role |
Team Role |
This field describes the role of a team member within a specific team. |
dimension |
Territory: Territory Label |
Territory: Territory Label |
The label or name of the territory assigned to a record, such as an opportunity. |
dimension |
Text Ad: Owner Name |
Text Ad: Owner Name |
This field displays the name of the user who owns the Text Ad record. |
dimension |
Ticker Symbol |
Ticker Symbol |
The stock market ticker symbol for the company associated with the account. |
dimension |
Timesheet ID |
Timesheet ID |
This is a unique identifier for a timesheet record. |
dimension |
Title |
Title |
The job title of the person. |
dimension |
To Stage |
To Stage |
This field represents the new or current stage of a process or record after a change occurred. |
dimension |
Total Adjusted Delivery Amount |
Total Adjusted Delivery Amount |
This field represents the total delivery amount after any adjustments. |
dimension |
Total Adjusted Delivery Amount (converted) |
Total Adjusted Delivery Amount (converted) |
The total amount for delivery, including product-level adjustments but excluding order-level adjustments or tax, converted to the organization’s corporate currency. |
dimension |
Total Adjusted Delivery Amount with Tax |
Total Adjusted Delivery Amount with Tax |
The total adjusted amount for delivery, including tax. |
dimension |
Total Adjusted Delivery Amount with Tax (converted) |
Total Adjusted Delivery Amount with Tax (converted) |
The total adjusted amount for delivery, including tax, converted to the organization’s corporate currency. |
dimension |
Total Amount with Tax |
Total Amount with Tax |
This field represents the grand total amount including all applicable taxes. |
dimension |
Total Amount with Tax (converted) |
Total Amount with Tax (converted) |
The total amount of an order or invoice line, including tax and adjustments, converted to the organization’s corporate currency. |
dimension |
Total Click Through Rate |
Total Click Through Rate |
The percentage of total delivered emails that resulted in at least one click on any link within the email. |
metric |
Total Clicks |
Total Clicks |
The total number of clicks on links within an email or marketing content. |
dimension |
Total Delivered |
Total Delivered |
The total number of emails successfully delivered to recipients. |
dimension |
Total Errors |
Total Errors |
The total count of errors encountered during a marketing send or process. |
metric |
Total Hard Bounces |
Total Hard Bounces |
The total number of permanent delivery failures for emails sent, indicating an invalid or non-existent email address. |
metric |
Total Opens |
Total Opens |
The total number of times an email from a marketing campaign was opened by recipients. |
dimension |
Total Out Of Office |
Total Out Of Office |
The total number of ‘out of office’ replies received for emails sent in a marketing campaign. |
metric |
Total Price |
Total Price |
The calculated total price for a line item or a collection of items. |
dimension |
Total Price (converted) |
Total Price (converted) |
The total price of a line item or a collection of items, converted into the corporate currency. |
dimension |
Total Sent |
Total Sent |
The total number of emails or messages sent in a marketing campaign. |
dimension |
Total Soft Bounces |
Total Soft Bounces |
The total number of temporary delivery failures for emails sent, often due to a full inbox or server issues. |
metric |
Total Spam Complaints |
Total Spam Complaints |
The total number of times recipients reported an email as spam. |
metric |
Total Submissions |
Total Submissions |
The total number of submissions received for a marketing form or survey. |
metric |
Total Tax |
Total Tax |
This field represents the aggregate amount of tax applied to a transaction or order. |
dimension |
Total Tax (converted) |
Total Tax (converted) |
The total tax amount for an order or product, including adjustments, converted to the organization’s corporate currency. |
dimension |
Total Views |
Total Views |
The total number of times a marketing asset, such as a landing page or content, was viewed. |
metric |
Total with Tax |
Total with Tax |
This field represents the total value of an item or transaction, including all applicable taxes. |
dimension |
Total with Tax (converted) |
Total with Tax (converted) |
The total amount, including tax, converted to the organization’s corporate currency. |
dimension |
Type |
Type |
The classification type of a record (e.g., ‘Customer’ for an account, ‘Email’ for a campaign). |
dimension |
Unique Click Through Rate |
Unique Click Through Rate |
The percentage of unique recipients who clicked on at least one link in an email. |
metric |
Unique Clicks |
Unique Clicks |
The number of distinct recipients who clicked on a link within an email or marketing content. |
metric |
Unique Errors |
Unique Errors |
The number of distinct errors encountered during a marketing send or process. |
metric |
Unique Opens |
Unique Opens |
The number of distinct recipients who opened an email from a marketing campaign. |
dimension |
Unique Opt Outs |
Unique Opt Outs |
The number of distinct recipients who opted out of communications. |
metric |
Unique Submissions |
Unique Submissions |
The number of distinct users who submitted a marketing form or survey. |
metric |
Unique Views |
Unique Views |
The number of distinct visitors who viewed a marketing asset. |
metric |
Unit Price |
Unit Price |
The price of a single unit of a product or service. |
dimension |
Unit Price (converted) |
Unit Price (converted) |
The price of a single unit of a product or service, converted into the corporate currency. |
dimension |
Upsell Opportunity |
Upsell Opportunity |
Indicates whether there is a potential for an upsell to the account. |
dimension |
User ID |
User ID |
The unique identifier for a user record in Salesforce. |
dimension |
Username |
Username |
The unique identifier used by a user to log into the Salesforce platform. |
dimension |
Value Opportunities in Campaign |
Value Opportunities in Campaign |
The total monetary value of all opportunities associated with the marketing campaign. |
dimension |
Value Won Opportunities in Campaign |
Value Won Opportunities in Campaign |
The total monetary value of all successfully closed-won opportunities associated with the marketing campaign. |
dimension |
Web Name |
Web Name |
This field provides a name related to a web entity, such as a website or web page. |
dimension |
Website |
Website |
The primary website URL for the account or contact. |
dimension |
Won |
Won |
Indicates whether an opportunity has been successfully closed. |
dimension |
Won Opportunities in Campaign |
Won Opportunities in Campaign |
The total number of successfully closed-won opportunities associated with the marketing campaign. |
metric |
Year Started |
Year Started |
The year when the company associated with the account began operations. |
dimension |
Zip/Postal Code |
Zip/Postal Code |
The zip or postal code component of an address. |
dimension |
country_name |
country_name |
The name of the country associated with an address. |
dimension |
product name |
product name |
The name of the product. |
dimension |